P/L Invoices and Credits

Purchase Ledger Invoices and Credits

When you open the Purchase Ledger Invoice/Credit Note entry screen (either directly from the Purchase ledger or following POP record invoices) you will see three additional buttons at the bottom of the screen;

Show Document (this will list any existing scanned document related to this transaction, assuming you are linking multiple and may want to review those already attached)
Add Document (this will allow you to attach any type of electronic document to this invoice or scan an image via a connected scanner with suitable twain driver)
Source: File, Scan, Scan with Options (this option will allow you change from you default method of attachment (eg Files) to select 'Scan' or 'Scan with options' depending on how you may with to scan an image; e.g. Black and White, Colour, etc

Click the 'Add Document' button with the source selected as 'File' and Windows Explorer will open in your default file location setup for you in the system settings.

Change the Source to scan to activate an attached scanner when you click 'Add Document'

Purchase Ledger DMS Buttons

Viewing Documents

Open the purchase ledger transaction enquiry and select the required account.

You will notice a new column in the transaction listing showing 'No of documents' attached to this transaction. Choose the 'Show Documents' button below the list to open the document viewer for these transactions.

If you wish to add documents to this transaction choose your source method and click the 'Add Documents'.

Purchase Ledger Enquiry DMS Buttons

Authorise Supplier Transactions (added v2011.0.18)

When authorising transactions the 'Show Document' button may be clicked to display documents which have been stored against the selected purchase invoice transaction. A items must first be selected in the transansactions list above.

PL Authorise Supplier Transactions

Software

Hardware & Networks

Sicon Products

Sage Awards - 2009